John Gesek is a registered investment advisor at Wpwealth LLP, based in Coppell, TX, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 512 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.00% |
| $350K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Discretionary accounts charge 1.25% under $1M and 1.0% above $1M with a $5,000 minimum annual fee and a $100 administration fee. Qualified retirement solutions charge a flat $3,500 up to $350K, then tiered from 1.0% down to 0.75% with a $3,500 minimum fee.
Fee Estimator
Location
743 W. Main Street, Coppell, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a licensed independent insurance agent and offers insurance products to advisory clients, receiving commissions. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Wpwealth LLP
Previous Registrations
Optimus Capital Advisors, LLC
Fusion Capital Management
Optimus Capital Advisors, LLC
Mckeelgesek Financial Advisory Services, LLC
Mckeelgesek Financial Advisory Services
Saa Financial INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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